MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 41 filers reported holding MFS INVT GRADE MUN TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $100,000 | -62.0% | 14,725 | -57.6% | 0.14% | -60.0% |
| Q2 2022 | $263,000 | -24.4% | 34,725 | -14.7% | 0.36% | -7.5% |
| Q1 2022 | $348,000 | -13.9% | 40,725 | +3.8% | 0.39% | -9.1% |
| Q4 2021 | $404,000 | +10.1% | 39,225 | +6.8% | 0.43% | +8.6% |
| Q3 2021 | $367,000 | -1.6% | 36,725 | +1.1% | 0.39% | +3.1% |
| Q2 2021 | $373,000 | +28.2% | 36,325 | +22.5% | 0.38% | +20.5% |
| Q1 2021 | $291,000 | +28.8% | 29,650 | +28.6% | 0.32% | +27.3% |
| Q4 2020 | $226,000 | -7.0% | 23,058 | -10.8% | 0.25% | -19.9% |
| Q3 2020 | $243,000 | +5.7% | 25,855 | +6.2% | 0.31% | -2.2% |
| Q2 2020 | $230,000 | +6.0% | 24,352 | +0.0% | 0.32% | +1.0% |
| Q1 2020 | $217,000 | +2.8% | 24,350 | +16.0% | 0.32% | +22.6% |
| Q4 2019 | $211,000 | – | 21,000 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 138,615 | $1,361,000 | 0.76% |
| Thomas J. Herzfeld Advisors, Inc. | 59,454 | $583,000 | 0.27% |
| QP WEALTH MANAGEMENT, LLC | 23,058 | $226,000 | 0.25% |
| Broadview Financial Management, LLC | 31,458 | $308,000 | 0.24% |
| Karpus Management, Inc. | 609,876 | $5,977,000 | 0.19% |
| Ackerman Capital Advisors, LLC | 52,038 | $510,000 | 0.13% |
| 1607 Capital Partners, LLC | 123,559 | $1,211,000 | 0.06% |
| Altus Wealth Group LLC | 5,630 | $55,000 | 0.05% |
| Dakota Wealth Management | 37,347 | $366,000 | 0.05% |
| Koshinski Asset Management, Inc. | 22,170 | $217,000 | 0.03% |